Quick start guide
Get started with Web3 payments in a few minutes
This guide walks you through the Helio onboarding process. Once set up, you can start accepting Web3 payments across all Helio use cases including Pay Links, E-Commerce, Subscriptions, Paywalls and more.
Follow the step-by-step guide below or watch the demo at the bottom of the pages.
Log-in to the Helio dashboard with your crypto wallet on Solana or Ethererum/Polygon. The dashboard is your single-pane of glass to see all of your Web3 payments including sales, incoming & outgoing transactions, edit or set up new payments, generate API keys and customise your Helio experience.
You can disconnect or change wallet at any time from the top right as well as toggle between dark/light mode. Once logged in head straight over to Settings on the left hand nav.
Helio dashboard in dark mode
VERIFICATION & SAFETY:
Helio offers easy to use merchant verification & safety tools to help you make and accept Helio payments with peace of mind.
Customise your Helio experience by completing the Account settings. Complete a few simple KYC steps to earn you Helio "Verified" badge and authenticate your Twitter account to earn a Twitter-linked badge. Your email address is used to receive payment notifications.
Customise your checkout experience by completing the fields in Merchant settings below:
Company name, logo and website are displayed on your checkout pages and other details are tagged to the Merchant section of your transaction receipts when selling via Helio.
You're now ready to set up your first payment. If you're a developer, you can also generate your API key in settings for various integration options and configure a Discord bot for subscription payments inside your Discord server.
Select the Create payment button and follow the steps. Choose Invoices; Pay Links for 1-time payments such as E-commerce, NFT presales, Tips; and Pay Streams for recurring payments use cases such as Subscriptions, Paywalls or Helio Play.
Create payment page, follow the simple steps to add your product and pricing details
Pricing options - demo
Enable advanced options including discounts, split payments, token gating and more
Generate a "no-code" checkout link
Share your beatiful looking page anywhere
In addition to Helio checkout links, you can embed Helio Pay components directly into your own websites, apps or checkout flow.
Merchants track all incoming sales (as well as outgoing transactions when paying via Helio) on the dashboard as well as a drill-down view by selecting Transactions from the left hand nav. Merchants can also manage refunds here.
Each transaction has an associated receipt including all relevant customer details. Transaction data can be exported via CSV, automated into a Google Sheet or accessed and integrated into any system via our API. We offer "Webhooks" to developers to listen and build workflows around real-time events.
Toggle between incoming and outgoing transactions. Download reports via CSV
Manage your Payments from the dashboard or select Pay Links / Pay Streams / Invoices from the left hand nav. You can edit, duplicate, disable (and re-enable) and share payments.
The address book helps you manage customer records, track sales by customer and manage recipients for outgoing payments.
You're now ready to start selling with Web3 payments! Please continue to explore further documentation for your specific use cases or jump into our Discord for support.